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03/11/2024 Market Strategy
Keeping expectations right sized and separating the signal from the noise are key at this juncture
03/04/2024 Market Strategy
There’s likely room for a further broadening of this year’s stock market rally and opportunity to see equities further climb the proverbial wall of worry.
02/26/2024 Market Strategy
A modest slip for the NASDAQ Composite last week suggested that some profit taking may have begun among technology names that have led the rally from last year.
02/20/2024 Market Strategy
Our expectations are for the Fed to remain vigilant against inflation “sticky” or otherwise and focused on making further progress toward its 2% inflation target.
02/12/2024 Market Strategy
We were reminded last week of Led Zeppelin’s “The Song Remains the Same”
02/05/2024 Market Strategy
We were reminded last week of Led Zeppelin’s “The Song Remains the Same”
01/29/2024 Market Strategy
Despite recent good news on inflation, the Fed doesn’t appear close to cutting rates
01/22/2024 Market Strategy
In our view the Fed’s rate regime this cycle has been much less disruptive to the economy than most have expected.
01/16/2024 Market Strategy
In our view the Fed’s rate regime this cycle has been much less disruptive to the economy than most have expected.
01/08/2024 Market Strategy
Our expectations are for further upside in stock prices this year supported by the improvements in fundamentals which helped get the markets out of the funk they’d been driven to in 2022.